See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,190 | $117,983-58.3% | $101,794-51.7% | $142,382-65.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 14.20% | 36.92%-22.7pp | 30.53%-16.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,275 | $2,773-54.0% | $2,289-44.3% | $4,299-70.4% |
| Participant deferral / active EE | $2,337 | $4,714-50.4% | $4,084-42.8% | $6,507-64.1% |
| Admin fee / account holder | $6,905 | $10,433-33.8% | $8,777-21.3% | $12,624-45.3% |